HBLFX Mutual Fund

NAV$15.15

Returns Overview

1 Month
+0.13%
3 Months
+3.74%
6 Months
+3.97%
YTD
+3.68%
1 Year
+14.00%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBLFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Bond Index Plus
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+4.14%
vs Peers
-0.46%

HBLFX Mutual Fund Performance

HBLFX performance across multiple time periods: 1-month 0.13%, YTD 3.68%, 1-year 14.00%, 3-year 11.38%, 5-year 5.93%.

HBLFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

HBLFX performance comparison shows side-by-side returns with another fund. HBLFX alternatives are available in the Mutual Fund Screener.